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AlphaCore Capital’s S&P Global SPGI Stock Holding History

AlphaCore Capital’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.1M Sell
2,711
-401
-13% -$169K 0.02% 438
2026
Q1 		$1.32M Buy
3,112
+672
+28% +$312K 0.03% 321
2025
Q4 		$1.28M Buy
2,440
+515
+27% +$255K 0.03% 352
2025
Q3 		$937K Sell
1,925
-59
-3% -$31.6K 0.03% 314
2025
Q2 		$1.05M Buy
1,984
+1,129
+132% +$563K 0.04% 254
2025
Q1 		$434K Buy
+855
New +$437K 0.04% 296
2024
Q4 		– Sell
-399
Closed -$206K – 276
2024
Q3 		$206K Buy
+399
New +$197K 0.05% 192

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

AlphaCore Capital's SPGI Position: Q2 2026 in Review

AlphaCore Capital reduced its S&P Global (SPGI) stake by 13% in Q2 2026, selling an estimated $169K and leaving 2,711 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #438.

AlphaCore Capital first reported a position in SPGI in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.32M in Q1 2026. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • AlphaCore Capital held 2,711 shares of S&P Global worth $1.1M as of Q2 2026.
  • AlphaCore Capital sold 401 S&P Global shares in Q2 2026, an estimated $169K.
  • S&P Global made up 0.02% of AlphaCore Capital's portfolio in Q2 2026, its #438 holding.
  • AlphaCore Capital first reported a position in S&P Global in Q3 2024 and has held it in 7 quarters since.
  • AlphaCore Capital's S&P Global position peaked at $1.32M in Q1 2026.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.